Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,270 | $172,111+1.8% | $150,298+16.6% | $137,256+27.7% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 11.15% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,691 | $4,636-42.0% | $4,154-35.2% | $4,156-35.3% |
| Participant deferral / active EE | $4,200 | $6,166-31.9% | $5,453-23.0% | $6,407-34.4% |
| Admin fee / account holder | $129,965 | $16,471+689.1% | $14,116+820.7% | $12,270+959.2% |